Improve client satisfaction by offering an estate settlement solution
Estate settlement is complex and there is not enough guidance available to grieving families. When you offer your clients a tool to help with the road ahead, they feel a sense of care that makes an impact.
We help your clients:
Discover supports and tools specific to your client's situation, including:
- Available benefits and financial supports
- Important tasks and timelines
- Information, forms and resources
Simplify the tasks involved in completing death notification paperwork:
- Access a personalized roadmap with clear, step-by-step instructions on how to complete each task
- Avoid repetition of work through form automation
- Keep records and track progress
Collaborate with everyone involved to ensure efficient communication:
- Create a support team
- Share responsibilities
- Work with professionals
Your clients will recognize Cadence as an extension of your brand. They will be deeply grateful you took an extra step to make them feel cared for, becoming lifelong clients and sharing positive reviews.
By providing accurate and reliable information and access to a team of estate settlement experts, you can trust that your clients will be well supported.
Providing cutting-edge aftercare services makes your business a clear choice to clients.
Partnering with Cadence provides a profitable opportunity for your business.